Newell Brands Inc. · NASDAQ:NWL

Newell Brands — Q2 2026 Earnings Presentation

29 slides from Newell Brands's earnings presentation, July 2026

  1. Slide 1: Investor Presentation Q2 2026

    Investor Presentation Q2 2026

  2. Slide 2: Forward Looking Statements

    FORWARD LOOKING STATEMENTS Some of the statements in this presentation and its exhibits, particularly those anticipating future financial performance, business prospects, growth, operating strategies, future macroeconomic conditions and similar matters, are forward-looking statements within the mean

  3. Slide 3: NWL Key Messages

    NWL KEY MESSAGES The turnaround is translating into improved financial performance 1 Productivity, simplification and disciplined execution supporting profitability Newell has returned to top-line growth 2 Innovation, distribution gains and improved brand execution driving broad- based momentum Stru

  4. Slide 4: Q2 Results: Return to Growth

    Q2 RESULTS: RETURN TO GROWTH Q2’26 Impact of 2025 • Returned to y/y net sales and core sales growth Metric vs. IEEPA for the first time in over 4 years, with results above Q2’25 Recovery 2 expectations across all key metrics • Growth was broad-based, with 5 of 6 business Net Sales +3.0% — units deli

  5. Slide 5: Newell at a Glance – A Simplified & Focused Portfolio

    NEWELL AT A GLANCE – A SIMPLIFIED & FOCUSED PORTFOLIO $7.2B $1.0B 25 10 39% ~22K Net sales Normalized brands countries international employees EBITDA 1 ~90% of net sales ~90% of net sales sales Top 10 Brands Top 10 International Markets UK Canada France Japan Mexico Brazil Germany Australia Italy Sp

  6. Slide 6: A Diverse Portfolio with Global Reach

    A DIVERSE PORTFOLIO WITH FY 2025 SEGMENT NET SALES FY 2025 REGIONAL NET SALES GLOBAL Outdoor & REACH Recreation 10% LATAM 11% Home & EMEA 17% Commercial Solutions 52% Learning & APAC Development 7% 37% Canada United States 4% 61% Totals may not add due to rounding © Newell Brands Slide 6

  7. Slide 7: A Clear Strategy Is Driving Focused Execution

    A CLEAR STRATEGY IS DRIVING FOCUSED EXECUTION © Newell Brands 7

  8. Slide 8: Structural Actions Driving Margin Expansion

    STRUCTURAL ACTIONS DRIVING MARGIN EXPANSION Plant Network & FUEL Productivity Pricing & RGM Selective, targeted pricing and trade FUEL productivity, restructuring and actions – where appropriate – to help overhead actions helping offset protect structural economics while significant tariff and infla

  9. Slide 9: Sustained Margin Expansion

    SUSTAINED MARGIN EXPANSION Normalized gross & operating margins expanded meaningfully over the past 2 years Normalized Gross Margin 1 Normalized Operating Margin 1 34.1% 34.2% 8.2% 8.4% 6.1% 29.5% FY'23 FY'24 FY'25 FY'23 FY'24 FY'25 +470bps +230bps FY’23 – FY’25 FY’23 – FY’25 2025 tariff impacts lar

  10. Slide 10: North America Manufacturing Footprint

    NORTH AMERICA MANUFACTURING FOOTPRINT Location # of Plants Acuna, MEX 1 Indiana 2 Kansas 3 Massachusetts 1 Mexicali, MEX 1 Missouri 1 North Carolina 1 Ohio 1 Tennessee 4 Significant North American manufacturing footprint, Virginia 1 including two USMCA-compliant facilities in Mexico, provides NWL wi

  11. Slide 11: Attractive Marginal Economics on Internal Production

    ATTRACTIVE MARGINAL ECONOMICS ON INTERNAL PRODUCTION Automated manufacturing network drives strong incremental margins on internally produced volume ~50% 34.2% ~45% 8.4% Normalized GM% Normalized OM% Normalized GM% Normalized OM% 2025 1 Margin on Incremental Sales Volume recovery in internally produ

  12. Slide 12: Core Sales Trends Reflect a Return to Growth

    CORE SALES TRENDS REFLECT A RETURN TO GROWTH Core Sales Growth Y/Y 1 Flat to +1% Innovation: Tier 1 and Tier 2 innovation launched in all -3.4% business units in 2026. On track for 25+ Tier 1 & 2 launches -4.6% Distribution & Go-to-Market: U.S. points of distribution -12.1% increased mid-single digi

  13. Slide 13: Innovation at Scale Across the Portfolio

    INNOVATION AT SCALE ACROSS THE PORTFOLIO *Leakproof and Insulated Rigid Coolers made from hard plastic such as PP (Polypropylene) or PE ( Polyethylene) Tier 1 & Tier 2 innovation launched across all business units in 2026 © Newell Brands 13

  14. Slide 14: Retail Execution Driving Distribution Gains

    RETAIL EXECUTION DRIVING DISTRIBUTION GAINS Incremental POS achieved for category and NWL June 2024 2026 4 Doors 3,500 locations (2,700 with signage) © Newell Brands 14

  15. Slide 15: Extensive Upgraded Blender Product Line Leading to Increased Points of Distribution

    EXTENSIVE UPGRADED BLENDER PRODUCT LINE LEADING TO INCREASED POINTS OF DISTRIBUTION Performance Blenders Turbo Vortex Vortex Plus Extreme Mix Titan QuietPro $29.99 $59.99 $74.99 $199.99 $329.99 $329.99 Tariff Advantaged Manufacturing Slide 15

  16. Slide 16: AI Operationalized Across the Business to Accelerate Profitable Top-Line Growth

    AI OPERATIONALIZED ACROSS THE BUSINESS TO ACCELERATE PROFITABLE TOP-LINE GROWTH AI Steering Committee is CEO & executive-sponsored, cross-functional, with top technologists Workflow redesigns are driving productivity, improving outcomes and accelerating cycle time 35 AI Navigators providing embedded

  17. Slide 17: Strong Cash Generation Supports Deleveraging Over Time

    STRONG CASH GENERATION SUPPORTS DELEVERAGING OVER TIME Cash Generation & Capital Discipline Net Leverage Ratio 1 • 2026 Operating Cash Flow expected to 6.5x increase ~50% to ~$400M vs 2025 ✓ Normalized EBITDA growth 4.9x 5.1x <4.5x 2 ✓ Lower incentive compensation payout ✓ Assumes receipt of substan

  18. Slide 18: We Are Committed to Profitable Growth and Strong Cash Flow

    WE ARE COMMITTED TO PROFITABLE GROWTH AND STRONG CASH FLOW Long-Term Evergreen Financial Annual Targets +50bps Operating Low Single-Digit ~90% FCF Margin Core Sales Growth Productivity Improvement 1 Capital Allocation Strategy Fund high-return De-lever to 2.5x Target 30% to 35% internal growth inves

  19. Slide 19: Why Newell Brands Now

    WHY NEWELL BRANDS NOW Returned to growth—a stronger, more capable Newell positioned to create value Capabilities Rebuilt: Simplified, AI-enabled platform with strong domestic manufacturing Commercial Momentum: Sales growth, innovation at scale, net distribution gains and U.S. share gains behind seve

  20. Slide 20: © Newell Brands 20

    © Newell Brands 20

  21. Slide 21: Appendix

    Appendix © Newell Brands 21

  22. Slide 22: Non-GAAP Information

    NON-GAAP INFORMATION This presentation and the accompanying remarks contain and include non-GAAP financial measures within the meaning of Regulation G promulgated by the U.S. Securities and Exchange Commission (the "SEC") and includes a reconciliation of non-GAAP financial measures to the most direc

  23. Slide 23: Reconciliation of GAAP and Non-GAAP Information (Unaudited)

    Reconciliation of GAAP and Non-GAAP Information (Unaudited) © Newell Brands 23

  24. Slide 24: Reconciliation of GAAP and Non-GAAP Information (Unaudited)

    Reconciliation of GAAP and Non-GAAP Information (Unaudited) © Newell Brands 24

  25. Slide 25: Reconciliation of GAAP and Non-GAAP Information (Unaudited)

    Reconciliation of GAAP and Non-GAAP Information (Unaudited) © Newell Brands 25

  26. Slide 26: Reconciliation of GAAP and Non-GAAP Information (Unaudited)

    Reconciliation of GAAP and Non-GAAP Information (Unaudited) © Newell Brands 26

  27. Slide 27: Reconciliation of GAAP and Non-GAAP Information (Unaudited)

    Reconciliation of GAAP and Non-GAAP Information (Unaudited) © Newell Brands 27

  28. Slide 28: Reconciliation of GAAP and Non-GAAP Information (Unaudited)

    Reconciliation of GAAP and Non-GAAP Information (Unaudited) © Newell Brands 28

  29. Slide 29: © Newell Brands 29

    © Newell Brands 29

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